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AJ

Adam K. Johnston

ONEPOINT BFG WEALTH PARTNERS
Flemington, NJ 08822
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CRD#: 4577238
AJ

Professional summary


Adam Kenneth Johnston, who also goes by Adam K Johnston, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Flemington, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Adam has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Adam K Johnston

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Bleakly Financial Group DBA One Point BFG Wealth Partners". Investment-related. At registered location. RIA. Client Service Associate. 05/2023. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2) Youtube Blogger - American Postliberal (contributor). Not investment-related. At registered location. Blogging. Blogger/Content Creator. 05/2023. 5 hrs/month. 5 hrs during trading hrs. Blogger/Content Creator. 3) Conquest Theory. Not investment-related. 40 Melbourne Way, Basking Ridge, NJ 07920. Writing. Writer. 09/2022. 10 hrs/month. 0 hrs during trading hrs. I write about politics, history, philosophy and technology and post to social media as well at conquesttheory.com

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Adam Kenneth Johnston's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 21, 2023 - Present

ONEPOINT BFG WEALTH PARTNERS

Office #1: 56 Main Street, Flemington, NJ 08822
RIA
CRD#: 318366
Flemington, NJ
Current

April 15, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 56 Main Street Suite 2e, Flemington, NJ 08822
BD
CRD#: 35747
ALBANY, NY
Past

May 15, 2023 - April 15, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
FLEMINGTON, NJ
Past

September 8, 2022 - May 31, 2023

CETERA ADVISORS LLC

BD
CRD#: 10299
FLEMINGTON, NJ
Past

September 15, 2010 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
FLEMINGTON, NJ
Past

March 10, 2009 - September 17, 2010

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ISELIN, NJ
Past

October 29, 2002 - June 2, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP

CRD#: 318366 / SEC#: 801-123232

RIA
Registered Investment Advisory firm - (2/14/2022 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
New Jersey
(9/21/2023)
RR
New Jersey
(4/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/6/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/11/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP

CRD#: 318366 / SEC#: 801-123232

RIA
Registered Investment Advisory firm - (2/14/2022 Approved)
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Contact information


Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 575-4180
Established
Firm type
Fiscal year end
# of Employees
176

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLEAKLEY FINANCIAL GROUP AMENDED PART 2A (7/22/2025)

Regulatory assets under management


Total Number of Accounts30,268
AUM (Assets Under Management)$ 12,128,656,187

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ONEPOINT BFG WEALTH PARTNERS

CRD#: 318366Flemington, NJ 08822

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